RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.98M
3
+$4.09M
4
NUS icon
Nu Skin
NUS
+$3.9M
5
JEF icon
Jefferies Financial Group
JEF
+$3.57M

Top Sells

1
+$71.4M
2
+$42M
3
+$16.9M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$6.35M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.19M

Sector Composition

1 Technology 10.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 7.28%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-3,857
327
– –
-5,235
328
– –
-7,617
10 11 12 13
14